How serious is the threat from the emerging world?

Please click the link below to view Shane Oliver's views on the threat from the emerging world.

Key points raised are:

  • The relative weakness in emerging market growth, shares and currencies has been developing for several years, looks partly structural and likely has further to run
  • While it makes sense to be cautious about a re-run of the 1997-98 Asian/Emerging market crisis, a full re-run is likely to be avoided.  China is key.
  • For investors it remains a time to be cautious and selective when investing in emerging market shares